See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,108 | $160,055-71.8% | $140,016-67.8% | $135,375-66.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.45% | 911.38%-912.8pp | 651.12%-652.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $4,333 | $6,420-32.5% | $5,606-22.7% | $4,779-9.3% |
| Participant deferral / active EE | $1,501 | $7,642-80.4% | $6,927-78.3% | $5,609-73.2% |
| Admin fee / account holder | $64,434 | $13,328+383.5% | $10,705+501.9% | $10,827+495.1% |